-
-
TYPE OF WORK
Any
-
-
SALARY
$400
-
-
HOURS PER WEEK
20
-
-
DATE UPDATED
Feb 19, 2026
Client Operations & Wealth Support Associate (Remote)
About Ridgewood Investments
Ridgewood Investments is an independent, fee-only investment advisory firm serving high-net-worth individuals, families, and business owners. Our work centers on thoughtful long-term investing, disciplined financial structure, and exceptional client experience. We operate with a fiduciary mindset and place a high value on clarity, precision, and follow-through.
As our firm continues to grow, we are seeking a detail-oriented Client Operations & Wealth Support Associate to help keep our internal systems, client workflows, and back-office processes running smoothly.
Position Overview
This role supports both our investment and tax advisory operations. You will work closely with our team to organize client documentation, manage workflows, coordinate communication, and ensure nothing falls through the cracks.
This is not a tax preparation or investment analysis role. Instead, it is an operations and client support role that plays a critical part in delivering a seamless, professional experience for our clients.
The ideal candidate has experience supporting a financial services, tax, or advisory firm and takes pride in being organized, responsive, and reliable.
Key Responsibilities
Act as a primary support contact for client document collection and coordination
Guide clients through secure document uploads and required checklists
Track client progress and follow up proactively when items are outstanding
Maintain clean, secure digital filing systems (Dropbox and related tools)
Update and manage client records in our CRM and internal tracking systems
Coordinate scheduling between clients and advisors
Support onboarding of new clients (intake forms, IDs, prior documents)
Assist with internal summaries, reports, and operational tracking (non-tax work)
Support back-office workflows related to investment operations and client accounts
Qualifications & Skills
Required:
2+ years experience in a professional administrative, operations, or client support role
Prior experience in financial services, tax, accounting, or advisory environments
Strong written and verbal communication skills
Highly organized with the ability to manage multiple workflows simultaneously
Comfortable following checklists, tracking progress, and sending reminders
Proficient with Google Workspace or Microsoft Office, especially Excel or Sheets
Experience handling sensitive financial information with discretion
Preferred (Not Required):
Experience with CRMs such as Redtail
Familiarity with investment or tax documents (K-1s, 1099s, W-2s, statements)
Exposure to portfolio reporting or fund operations tools (e.g., Orion)
Experience supporting a CPA, CFP, or investment advisor
Position Details
Location: Remote
Type: Contract or Part
Schedule: Flexible, ideally within U.S. business hours
Compensation: Competitive and based on experience
How to Apply
Please send your resume and a brief note explaining why this role fits your experience and working style. Include the word “Apple” in the subject line so we know you reviewed the full posting.
